

| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.55% |
| $6.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable at the sole discretion of Advisor.
You can receive financial planning services billed annually, monthly, hourly (from $250 to $1,000 per hour), or by fixed fee. There may be a one-time onboarding fee. For asset management, you'll pay a percentage of your assets under management. For example, the first $2,000,000 is charged 1.00% annually. Fees are negotiable. In addition to advisory fees, clients will be assessed other fees by parties independent from the advisor, such as brokerage fees.
800 W 5th St Unit 100-B, Austin, TX, 78703
Get directions
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →As a Wealth Advisor at Pioneer Wealth Management Group, I provide impactful financial advice to help people address their tough questions and accomplish their financial goals. With each client, my goal is to create a customized financial plan that meets their unique needs and circumstances, so they can live their best lives.